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CRM Field Types

in CRM Fields
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Published: Sep 22, 2021|Last updated: Oct 18, 2021

These are the following field types you can add for Users and Organizations:

Single-Line Text Box

A single-line text input box that Users or Agents can type into; accepts up to 136 characters.

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Number

An input box where the User can only enter a number.

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Multi-line Text Box

A larger multi-line text input area that Users or Agents can type into with no character limit.

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Select field

A set of options you define for Users or Agents to pick from, with the option to set pre-selected default(s). There are four types of predefined choices available:

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There are four types of Select field:

  • Select Box - Only one can be selected at a time.

  • Multiple-Select Box - Allows multiple selections.

  • Radio Buttons - Only one can be selected at a time

  • Checkboxes - Allows multiple selections

Toggle

A simple checkbox; can either be on or off by default; can require User or Agent to check it (for example, to confirm they accept your terms and conditions).

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Date

Stores a calendar date; Users or Agents can select from a calendar, or enter a date in text in YYYY-MM-DD format.

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Date/Time

Stores a calendar date and a time of day; Users can select from a calendar or enter the date and time manually.

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Hidden

A special field that’s never visible to Users, which can take information from cookies or parameters in the URL; you can use this to capture information about the User’s browsing session which Agents can then see as part of the Ticket.

URL

This field lets Users enter any URL links.

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Currency

This field lets Users enter any monetary values.

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File

This field allows Users to attach any files to a User or Organization.

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